Job Description

A career at New York Life offers many opportunities. To be part of a growing and successful business. To reach your full potential, whatever your specialty. Above all, to make a difference in the world by helping people achieve financial security. Its a career journey you can be proud of, and youll find plenty of support along the way. Our development programs range from skill-building to management training, and we value our diverse and inclusive workplace where all voices can be heard. Recognized as one of Fortunes Worlds Most Admired Companies, New York Life is committed to improving local communities through a culture of employee giving and service, supported by our Foundation. It all adds up to a rewarding career at a company where doing right by our customers is part of who we are, as a mutual company without outside shareholders. We invite you to bring your talents to New York Life, so we can continue to help families and businesses Be Good At Life. To learn more, please visit LinkedIn, our Newsroom and the Careers page of www.NewYorkLife.com.

Job Function and Key Responsibilities:

* Achieve daily phone metrics
* Field consultative, relationship-building sales calls via the telephone with financial advisors and other licensed professionals
* Generate hypothetical/proposals for advisors for the suite of NYL Annuity products
* Provide quality leads to internal and external wholesalers to achieve accelerated growth of Annuity sales
* Articulate annuity products and objectives, discuss financial and portfolio strategies
* Act as a true steward of the CRM System, entering copious notes that are current, concise and helpful to all team members

Required Qualifications:

* Fluid communication, problem solving and relationship-development skills
* Excellent presentation and organizational skills
* State Insurance License(s) for resident state within 30 days of hire
* FINRA Series 6 or 7 and 63/65 or 66 licenses need to obtain licenses
* Ability to work independently in a fast paced environment
* Bachelors degree is required specifically Finance/Business major preferred

SF:LI-KH1

Please note: This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.

EOE M/F/D/V

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Job Requisition ID: 83279